Pershing & Advisor Operations Specialist

RFG Advisory; Nashville (TN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid parental leave

Surface Pro + home office setup

Job summary

RFG Advisory in Nashville is expanding its custodial platform with Pershing. The Advisor Operations Associate is the go-to resource for Pershing questions, escalations, and workflows, owning day-to-day custodial relationships and ensuring Advisors have a knowledgeable, responsive point of contact.

You will own the Pershing escalation path, manage access and data, train the team, and collaborate with Transitions and Compliance.

Qualifications

• 2–5 years of experience in wealth management operations or related financial services
• Direct experience with Pershing (NetX360) strongly preferred
• Experience supporting Advisors or RIAs in an operational capacity preferred
• Background in custodial transitions, account setup, or data reconciliation is advantageous

Responsibilities

• Serve as the primary resource for Advisors and their teams on Pershing questions, escalations, and platform workflows.
• Own the day-to-day Pershing relationship and act as the front door to the custodian.
• Deliver accurate Pershing information and keep Advisors informed on escalation status.
• Manage Pershing access and entitlement administration for Advisors, their staff, and internal team members.

Job description

RFG Advisory in Nashville is expanding its custodial platform with Pershing. The Advisor Operations Associate is the go-to resource for Pershing questions, escalations, and workflows, owning day-to-day custodial relationships and ensuring Advisors have a knowledgeable, responsive point of contact.

You will own the Pershing escalation path, manage access and data, train the team, and collaborate with Transitions and Compliance.